+82.8%
HAFN vs VOO
+53.5%
+29.3%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.5% |
| 7D | +4.3% | +0.5% | +3.8% | +4.0% |
| 30D | +19.3% | -0.9% | +20.2% | +19.9% |
| 3M | +23.1% | +3.9% | +19.2% | +20.4% |
| 6M | +24.7% | +14.5% | +10.2% | +14.7% |
| YTD | +82.8% | +13.0% | +69.9% | +69.4% |
| 1Y | +58.4% | +19.4% | +39.0% | +41.3% |
| All | +82.8% | +53.5% | +29.3% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling